Bitcoin Recovery Above $85k & Fed Rate Cut Expectations: Impact on MSTR and COIN

Bitcoin (BTC) traded above $85k on Nov24,2025, following steep weekly losses, coinciding with Fed Governor Waller’s endorsement of a December rate cut [1]. BTC prices ranged ~$86k (conflicting 24h changes: +3.48% [3] vs -0.57% [2]). Crypto-exposed stocks MicroStrategy (MSTR) and Coinbase (COIN) saw gains: MSTR +1.26% ($172.65) and COIN +4.09% ($250.24) [0]. The tech sector led market gains (+2.03%) due to risk-on sentiment from rate cut expectations [0].

• Cross-Domain Link
  : Rate cut expectations (70-78% probability [1][4]) are driving BTC’s recovery, as lower rates boost risk assets like crypto.
• Market Fragility
  : BTC’s recent $1T rout [5] and7d drop (-8.34% [2]) expose structural weaknesses, while conflicting24h price data indicates fragmentation.
• Low Volume Warning
  : MSTR and COIN volumes were below average (6.85M vs avg12.82M for MSTR;3.68M vs avg9.53M for COIN [0]), suggesting the rally lacks broad investor support.

• BTC volatility:7d decline of -8.34% [2] highlights extreme price swings.
• Policy uncertainty: Rate cut probability <80% [1][4] means Fed decision is not guaranteed.
• Fragile structure: Recent $1T BTC rout exposed market weaknesses [5].

• Rate cut implementation could sustain tech and crypto momentum.
• Tech sector gains (+2.03% [0]) signal broader risk-on sentiment.

• BTC price: ~$86k (Nov242025).
• MSTR: $172.65 (+1.26%, low volume [0]).
• COIN: $250.24 (+4.09%, low volume [0]).
• Rate cut probability:70-78% [1][4].
• BTC7d change: -8.34% [2].

All data is for informational purposes only; no investment advice is provided.